Assistant Manager - Financial Planning & Analysis

PM Consulting; Cebu City; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

PM Consulting in Cebu City is seeking an FP&A Assistant Manager to support budgeting, forecasting, and performance analysis, delivering timely financial insights to management for informed decisions. The role requires a CPA, a Bachelor's in Accountancy/Finance, 3–5 years FP&A experience with at least 2 years in supervision, and strong Excel and Power BI skills.

Onsite, Talamban location, Monday–Friday dayshift; you will partner with department heads to drive cost optimization, financial

Qualifications

• Bachelor's degree in Accountancy, Finance, Management Accounting, or related field.
• 3–5 years FP&A experience with at least 2 years in supervision or people management.
• CPA is required; CMA or CFA are a plus.
• Experience in budgeting, forecasting, financial modeling, variance analysis, and financial performance reporting.
• Strong understanding of financial statements, profitability analysis, and key business performance drivers.
• Proficient in Microsoft Excel, including Pivot Tables, Power Query, Power Pivot, XLOOKUP, and financial modeling.
• Experience with Power BI or similar BI/reporting tools.
• Familiarity with SAP or other ERP systems.

Responsibilities

• Lead and support the annual budgeting, forecasting, and financial planning processes.
• Prepare monthly variance analysis against budget, forecast, and prior-period results, and provide insights on key variances.
• Analyze revenue, expenses, profitability, margins, and other key financial drivers to identify trends and business opportunities.
• Prepare and maintain branch P&L reports, financial dashboards, KPI reports, and management presentations.
• Develop and maintain financial models, business cases, and scenario analyses for investments and strategic initiatives.
• Partner with department heads to support cost optimization, revenue improvement, and performance management initiatives.
• Provide management with timely financial analysis and recommendations to support strategic and operational decision-making.
• Ensure accuracy and consistency of financial data, reports, and management information.
• Identify opportunities to improve reporting processes through automation and standardization.
• Monitor performance against targets and provide insights to management.
• Support ad hoc financial analyses and special projects.

Skills

Financial analysis

Budgeting & forecasting

Excel

Stakeholder management

Education

Bachelor's degree in Accountancy/Finance/Management Accounting

Tools

Power BI

SAP

Excel advanced features

Job description

Location: Talamban, Cebu City

Work setup: Full Onsite

Schedule: Monday to Friday, Dayshift

Role Overview

The FP&A Assistant Manager will support the organization's financial planning, budgeting, forecasting, and performance analysis activities. The role will provide timely and accurate financial insights to management, helping drive informed business and operational decisions. The position will also work closely with key stakeholders to monitor performance, identify opportunities, and support financial improvement initiatives.

Qualifications

• Bachelor's degree in Accountancy, Finance, Management Accounting, or a related field.
• At least 3–5 years of experience in FP&A, corporate finance, management accounting, financial reporting, or a related function, including at least2 yearsof supervisory or people management experience.
• Must be a CPA;other relevant professional certifications like CMA or CFAis an advantage.
• Experience in budgeting, forecasting, financial modeling, variance analysis, and financial performance reporting.
• Strong understanding of financial statements, profitability analysis, and key business performance drivers.
• Proficient in Microsoft Excel, including Pivot Tables, Power Query, Power Pivot, XLOOKUP, and financial modeling.
• Experience with Power BI or similar business intelligence/reporting tools.
• Familiarity with SAP or other ERP systems is an advantage.
• Strong analytical, problem-solving, and financial analysis skills.
• Excellent communication, presentation, and stakeholder management skills.
• Highly detail-oriented, organized, and able to manage multiple priorities and meet deadlines.

Key Responsibilities

• Lead and support the annual budgeting, forecasting, and financial planning processes.
• Prepare monthly variance analysis against budget, forecast, and prior-period results, and provide insights on key variances.
• Analyze revenue, expenses, profitability, margins, and other key financial drivers to identify trends and business opportunities.
• Prepare and maintain branch P&L reports, financial dashboards, KPI reports, and management presentations.
• Develop and maintain financial models, business cases, and scenario analyses for investments, strategic initiatives, and business decisions.
• Partner with department heads and business leaders to support cost optimization, revenue improvement, and performance management initiatives.
• Provide management with timely financial analysis and recommendations to support strategic and operational decision-making.
• Ensure the accuracy, completeness, and consistency of financial data, reports, and management information.
• Identify opportunities to improve financial reporting processes through automation, standardization, and enhanced reporting tools.
• Monitor business and financial performance against established targets and provide relevant insights to management.
• Support ad hoc financial analyses and special projects as required by management.